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NYSE · US · Engineering & Construction

FIX Comfort Systems USA

Mechanical/electrical for data centres

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$1,261.8
+8.70% today
1W
−13.8%
1M
−23.9%
3M
−22.4%
YTD
+35.4%
1Y
+28.8%
Off 52w high
−38.9%
Next earnings (est.): 2026-10-22
Market cap$40.86B
P/E (trailing)28.6Forward 19.3
EV / sales3.9×EV/EBITDA 21.7×
Revenue (TTM)$11.23BGrowth 50.3% y/y
Margins25.7%gross · op 17.1%
Free cash flow$1.84BCash $1.91B · debt $370M
Analyst target$2,163.4+71.4% upside · 8 analysts · strong buy
Riskβ 1.66Short 2.8% of float · yield 0.28%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

FIX · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-10-22EarningsBeat / raise

    Reported EPS 13.91 vs 12.85 expected (+8.2% surprise).

  2. 7
    2026-07-23EarningsBeat / raise

    Reported EPS 12.53 vs 10.46 expected (+19.9% surprise).

  3. 6
    2026-04-23EarningsBeat / raise

    Reported EPS 10.51 vs 6.81 expected (+54.4% surprise).

  4. 5
    2026-02-19EarningsBeat / raise

    Reported EPS 9.37 vs 6.75 expected (+38.7% surprise).

  5. 4
    2025-10-23EarningsBeat / raise

    Reported EPS 8.25 vs 6.29 expected (+31.3% surprise).

  6. 3
    2025-07-24EarningsBeat / raise

    Reported EPS 6.53 vs 4.84 expected (+35.0% surprise).

  7. 2
    2025-04-24EarningsBeat / raise

    Reported EPS 4.75 vs 3.71 expected (+28.1% surprise).

  8. 1
    2025-02-20EarningsBeat / raise

    Reported EPS 4.08 vs 3.67 expected (+11.1% surprise).

Alternative data that moves FIX

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-10-2212.8513.91+8.2%
2026-07-2310.4612.53+19.9%
2026-04-236.8110.51+54.4%
2026-02-196.759.37+38.7%
2025-10-236.298.25+31.3%
2025-07-244.846.53+35.0%
2025-04-243.714.75+28.1%
2025-02-203.674.08+11.1%
2024-10-243.994.09+2.4%
2024-07-253.193.74+17.2%
2024-04-252.082.69+29.6%
2024-02-222.182.55+17.1%
2023-10-262.172.74+26.3%
2023-07-261.621.99+23.2%
2023-04-261.081.51+39.4%
2023-02-221.371.54+12.4%
2022-10-261.391.71+23.0%
2022-07-271.011.17+15.5%
2022-04-270.870.91+4.2%
2022-02-231.051.04−0.9%
2021-10-271.011.27+25.7%
2021-07-280.910.9−1.5%
2021-04-280.50.73+46.0%
2021-02-250.840.99+17.9%

About Comfort Systems USA

Website ↗

Comfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. The company operates through two segments: Mechanical and Electrical. It offers heating, ventilation, and air conditioning systems, as well as plumbing, electrical, piping and controls, off-site construction, monitoring, and fire protection. The company is also involved in the design, engineering, integration, installation, and start-up of mechanical, electrical, and plumbing (MEP) and related systems in new buildings; and renovation, expansion, maintenance, monitoring, repair, and replacement of systems in existing buildings. In addition, it provides remote monitoring of power usage, temperature, pressure, humidity and air flow for MEP and other build…

22,700 employees · Houston, United States

Electricians, pipefitters and commissioning crews are finite. Contractor backlogs are the human bottleneck behind every campus.

Design→Electrical→Mechanical→Commission

What would prove us wrong. Weakens if contractor backlogs flatten while data-centre announcements continue.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
EME
EMCOR Group
Electrical and mechanical contractor $665.2+2.71%−12.7%+9.0%
PWR
Quanta Services
Grid construction and craft labour at scale $566.3+3.64%−12.8%+34.3%
STRL
Sterling Infrastructure
Site development for data centres $367.3+3.38%−28.3%+19.9%
PRIM
Primoris Services
Power and utility construction $67.08+3.15%−7.6%−45.8%
MYRG
MYR Group
Transmission and electrical construction $261.5+2.77%−10.6%+19.7%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.